What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

http://set2close.io/, https://www.youtube.com/@set2close, https://www.linkedin.com/company/set-2-close/, https://app.hub

Set 2 Close, Vancouver, BC (2026)

10/09/2026

Our client came to us with 80% of a lead scoring plan. The last 20% is what made it scale.

New ⭐⭐⭐⭐⭐ review on the HubSpot Marketplace:

"I came to Set2Close with some clear goals and expectations of exactly what I wanted. What they built me was better."

The goal was simple: get reps focused on the target accounts actually showing intent.

The starting plan was solid. By the client's own estimate, they could have built it in-house over about six months. But it wouldn't have held up against their long-term goals.

So we refined the plan and built it in HubSpot in about 60 days:

→ Tiered target accounts, so reps know exactly where to spend their time
→ Scoring at both the contact and company level
→ Ongoing support after launch for questions and next-phase builds

Why both levels matter: a contact score tells you one person is engaged. A company score tells you whether the account is. In ABM, you need both. Otherwise reps chase one curious clicker while the real buying committee goes quiet.

If you're building a tier-based ABM foundation in HubSpot, let's map out what yours should look like.

👉 See how we build ABM programs: https://hubs.la/Q04z3K7C0

Grateful for the trust, and for taking the time to share it. 🙏 HubSpot

10/08/2026

Most RevOps agencies can configure HubSpot. Far fewer can run a real manufacturing deal through it.

How to judge RevOps fit for manufacturers: skip the sandbox demo and hand each agency one closed order from last quarter. Pick one that came through a distributor, needed a configured quote, and shipped later than forecast.

Then run three go/no-go checks.

🔹 Rep-to-distributor visibility
Ask: ""Show me everyone who touched this deal.""
✔️ Go: The direct rep, the distributor branch, and the end customer appear as associated records in , with clear rules for account ownership and credit when channels overlap.
✖️ No-go: The distributor lives in a text field, and channel conflict gets ""sorted out in the sales meeting.""

🔹 CPQ workflow fit
Ask: ""Rebuild this quote with us.""
✔️ Go: They start with your product rules (options, volume breaks, freight, margin approvals, engineering sign-off) and show which system owns each one: HubSpot quotes, your CPQ tool, or the ERP. Revised quotes route back to the right owner.
✖️ No-go: ""We'll set up a quote template."" A template isn't a quoting workflow.

🔹 Forecast accuracy
Ask: ""When should this have hit the forecast?""
✔️ Go: They separate when the customer commits from when production can ship, then govern close date, quote status, and next step so stale deals surface on their own.
✖️ No-go: Forecast = close date × stage probability. That math works for software renewals. It breaks when revenue depends on capacity and lead time.

Why these three? They're where go-to-market strategy in manufacturing businesses usually cracks. Marketing can't see which campaigns became distributor orders. Sales quotes from a spreadsheet. Operations stops trusting the pipeline. Fix all three and sales and marketing alignment becomes something you can actually report on.

An agency that passes on your data has real manufacturing industry expertise. One that only passes on its own demo data is selling a SaaS playbook with new labels.

Want the full evaluation? Our Manufacturing RevOps Agency Scorecard covers these three checks plus nine more, with the exact proof to request from every agency on your shortlist:
→ https://hubs.la/Q04yXCBW0

Which of the three would your current setup fail first?

"

10/07/2026

It's 7:00 AM. Nobody on your sales team has opened ConstructC***ect yet.

The new bids are already in HubSpot.

That's a normal morning for construction and building-products teams running our ConstructC***ect + HubSpot integration:

🌙 Overnight: New projects, bids, companies, and contacts sync from ConstructC***ect into HubSpot. They're mapped to the fields your team actually works from.

📬 Before coffee: A plain-English sync summary lands in the inbox. It shows what was found, what was imported, and what was confirmed, so nobody has to wonder whether the data made it.

📋 First hour: Reps open a pipeline, not a spreadsheet. New projects are already routed to the right owner and ready to qualify.

📊 End of week: Bid activity lives in HubSpot, so leadership can see which projects are moving, which bids have stalled, and where the team is actually winning.

Compare that to the morning most teams still have: export, clean up, paste, repeat. Then hope nobody missed the one bid that mattered.

When Asphalt Zipper made the switch, the result was zero missed bids.

Justin Cartwright on our team built the daily sync summary for exactly this reason. People trust a sync they can see.

If your team finds work in ConstructC***ect and runs sales in HubSpot, your reps shouldn't be the integration.

👉 See how it works (link in the comments).

***ect

10/05/2026

"What they built me was better." ⭐⭐⭐⭐⭐

Brock came to us with clear goals and a plan for exactly what he wanted: a way for his reps to stop spreading effort across every target account and focus on the ones actually showing intent.

His plan was solid. By his own estimate, it covered about 80% of what he needed, and he could have built it himself in about six months. But he realized it wouldn't hold up against where he's taking the business long-term.

So we refined the plan and built it in HubSpot:

🎯 Target accounts tiered, so reps know exactly where to focus
📊 Lead scoring at both the contact and company level
⚡ Delivered in about 60 days, not six months

The result is a tier-based ABM foundation his team can sell from today and keep building on tomorrow. And since launch, we've stayed a resource whenever he's had questions or wanted to expand what we built.

That's the part we care about most. Not just handing over a system, but making sure it keeps working as the business grows.

Thank you for the kind words, Brock. 🙌

If your reps are giving every account equal attention when they aren't equally likely to buy, HubSpot can change that. See what other B2B teams have built with us in our Google reviews 👇

https://hubs.la/Q04ysClF0,,

$You shouldn't have to wait two quarters to find out whether outsourced RevOps is working.The first 90 days of a fraction...$

09/30/2026

You shouldn't have to wait two quarters to find out whether outsourced RevOps is working.

The first 90 days of a fractional RevOps engagement should be measurable, sequenced, and boring in the best way. Here's the timeline we run with B2B SaaS revenue leaders — and the standard you should hold any fractional RevOps firm to.

Days 1–30 | Audit what's actually happening

Not a discovery deck. A forensic read of your B2B SaaS revenue operations inside HubSpot:

→ Deal stages vs. how reps actually sell
→ Lifecycle stages, lead routing, and speed-to-lead gaps
→ Required properties, duplicate records, and the fields your forecast silently depends on
→ Attribution and funnel reporting you can defend to a board

Deliverable: a prioritized gap list ranked by revenue impact — not by how hard it is to fix.

Days 31–60 | Ship the early wins

This is where outsourced RevOps earns its keep. Rebuilt pipeline with exit criteria. Routing and SLAs that stop leaks. Lead scoring that reflects your ICP. Dashboards your leaders open on Monday morning. One or two automations that delete manual work permanently.

Deliverable: a forecast you trust, plus real sales and marketing alignment — one definition of an MQL, one handoff, one source of truth.

Days 61–90 | Hand off the keys

Good RevOps consulting reduces your dependency on it. Documented processes, role-based enablement, admin ownership named, and a 2–3 quarter roadmap for what comes next.

Deliverable: your team running the system — with us behind them, not in front of them.

The 90-day test: if you can't point to a cleaner pipeline, a defensible forecast, and at least one process that now runs without a human babysitting it, the engagement is behind.

That's the difference between renting a RevOps resource and buying revenue growth services with an outcome attached.

See how our Fractional Revenue Operations team scopes and runs the first 90 days 👉 https://hubs.la/Q04y8dWM0

Revenue leaders: what broke first in your last RevOps engagement — the data, the adoption, or the handoff?

09/28/2026

⭐️⭐️⭐️⭐️⭐️ 4.9/5 (109 reviews) — and this one's worth reading in full.

Gary Bredow told us something a lot of business owners won't say out loud: new software and CRMs feel steep to learn. Before Set 2 Close, his outreach was 100% manual — every email typed, sent, and tracked by hand.

Our team (👏 Jeremy) rebuilt it from the ground up: a fully automated HubSpot sequence that still sounds 100% like Gary. No robotic templates. No lost personal touch. Just his voice, running on autopilot — and hours back on his calendar to focus on the leads that matter most.

The best part? Gary can now see every open, click, and reply live inside HubSpot instead of guessing. And that's just the start — lead scoring and a real-time dashboard are next.

This is what marketing automation is supposed to do: make the human part of your business scale, not disappear.

Ready to turn your manual process into a system that works while you sleep?

👉 See what Marketing Operations as a Service looks like: https://hubs.la/Q04y2PSJ0

09/24/2026

Basic ticketing doesn't fail loudly. It fails quietly — one unanswered client question at a time.

Most professional services firms don't lose clients over a missed ticket. They lose them over the six weeks where nobody could say, with confidence, where things stood.

Here's what that looks like before anyone calls it a problem:

→ Status lives in people, not the system. Answering "where is this client at?" requires a Slack message to whoever touched it last.

→ Routing is a human being. Someone opens a shared inbox every morning and forwards work by hand. That person is your single point of failure, and they're on PTO next week.

→ SLAs exist in the MSA, not in the software. You committed to a 4-hour response for your top tier. Nothing in your ticketing system knows that, tracks it, or warns you before you breach it.

→ Escalations travel by email. The account lead finds out there's a problem when the client mentions it on the QBR call.

→ Reporting counts tickets, not experience. You know volume. You don't know time-to-resolution by client, by service line, or by consultant — so you can't tell whether you're improving or just busier.

→ The same request gets logged three different ways. Which makes trend analysis impossible and makes your renewal conversations anecdotal.

None of this is a headcount problem. It's a customer service management problem that basic ticketing was never built to solve.

A proper HubSpot Service Hub implementation closes the gap: ticket pipelines mapped to how your firm actually delivers, routing by client tier and skill, SLA timers with breach alerts before the client notices, tickets associated to the company, deal, and project record, a knowledge base that deflects the repeat questions, and dashboards your leadership team will actually open.

That's the difference between onboarding and full-service implementation. One turns the features on. The other makes them match your delivery model.

If your client service team is working harder than your system is, that's the signal.

See how we implement HubSpot Service Hub for professional services firms →
https://hubs.la/Q04xNvlf0

What's the first sign you noticed that your ticketing setup had outgrown itself?

09/18/2026

Where RevOps creates the fastest lift after acquisition

The first 90 days after close set the ceiling on the exit multiple. Most portcos spend them on the wrong thing.

The instinct is to go straight at pipeline. Hire reps. Turn on campaigns. Push the number.

But you can't accelerate a revenue engine you can't measure — and in most newly acquired companies, the measurement layer is the broken part.

The sequence that actually produces lift:

1. Pipeline truth before pipeline growth. Deal stages that mean the same thing to every rep. Lifecycle logic that isn't a guess. Week one, not month six.

2. One system of record. Most acquisitions inherit a CRM, an orphaned marketing tool, and a spreadsheet running the forecast. Consolidating sales and marketing operations inside kills the reconciliation tax before it compounds across the hold period.

3. A forecast that survives the IC. Stage-weighted probability, pipeline coverage, revenue per rep. Operating partners don't need more dashboards — they need one number they'd defend under scrutiny.

4. Handoffs, not headcount. Lead-to-close friction is where go-to-market optimization pays fastest. No new hires required.

5. Then demand gen. Growth spend into a leaky system just buys expensive data about a problem you already had.

What that's produced: $44M in untracked revenue recovered at MBO Partners. A 28% shorter deal cycle at Airlock Digital. Close rate doubled in 90 days at Hypergen.

None of it came from a bigger team.

The uncomfortable truth for portfolio value creation: the revenue growth strategy is usually fine. The operating system underneath it isn't.

Evaluating a RevOps partner for a portco? We published the full framework — five weighted criteria, the questions to ask, the red flags, and 2026 cost benchmarks for $5M–$50M ARR:

https://hubs.la/Q04xg_Rd0

09/15/2026

What should private equity teams expect from RevOps?

Revenue operations consulting should do more than clean up a CRM or build a few dashboards.

For PE operating partners and portfolio leaders, the real value of RevOps is creating a revenue system that makes growth easier to see, manage, and repeat across portfolio companies.

That means:

✅ Better visibility — Leadership can see pipeline health, conversion rates, forecasting, attribution, and revenue performance without piecing together reports from multiple teams.

✅ Sales and marketing alignment — Marketing, sales, and customer teams operate from shared definitions, processes, data, and revenue goals instead of working in silos.

✅ Faster speed to value — The right RevOps strategy identifies operational bottlenecks quickly and prioritizes the changes most likely to improve revenue performance.

✅ Repeatable infrastructure — CRM architecture, automation, reporting, lead management, and sales processes become systems that can scale as the company grows.

✅ Stronger portfolio-level decision making — Consistent revenue operations make it easier to understand what's working, where growth is being constrained, and where additional investment can create the most value.

For private equity portfolio companies, RevOps isn't simply a technology project.

It's the operating layer connecting people, process, data, and technology to the investment thesis.

And when revenue growth consulting is paired with hands-on ex*****on, PE teams get something much more valuable than another strategy deck:

A clearer path from operational improvement to portfolio value creation.

At Set 2 Close, we help B2B companies build connected revenue systems across CRM, sales, marketing, automation, reporting, and RevOps ex*****on—including the underlying HubSpot infrastructure where it makes sense.

Want to see what that looks like in practice?

👉 Read: 9 RevOps Services That Drive Portfolio Value
https://hubs.la/Q04wYQbd0

PE operators: which is harder to standardize across your portfolio—pipeline visibility, forecasting, or sales and marketing alignment?

"

09/14/2026

15 years on Salesforce. A decade of legacy data. And contractor bids still slipping through the cracks.

That was the reality for Asphalt Zipper.

Their CRM had become cluttered and underutilized, while Salesforce remained disconnected from Construct C***ect—the system their sales team relied on to identify contractor opportunities.

Reps were spending too much time on manual data entry, and missed bids had become a very real revenue problem.

With a Salesforce renewal approaching, Asphalt Zipper decided it was time for more than another round of fixes.

They partnered with Set2Close to move to HubSpot—but this wasn’t a simple lift-and-shift migration.

We:

⚙️ Migrated a decade of legacy CRM data
🔗 Built a custom Construct C***ect integration
🎯 Automated bid routing directly into the sales process
📈 Redesigned their sales workflow around how the team actually sells

The result?

✅ Immediate team buy-in
✅ Zero missed bids
✅ Less manual work
✅ A revenue system built to scale

The lesson: changing your CRM only creates value when you fix the processes and integrations around it too.

If your team has outgrown Salesforce—or your CRM and revenue systems simply aren’t working together—see how Set2Close builds customized HubSpot systems around the way your business actually operates.

Explore our CRM Development & HubSpot Implementation services: https://hubs.la/Q04x39Zv0

Set 2 Close

10/09/2026

10/08/2026

10/07/2026

10/05/2026

09/30/2026

09/28/2026

09/24/2026

09/18/2026

09/15/2026

09/14/2026

Address

Opening Hours

Website

Alerts

Contact The Business

Shortcuts

Share

Category

Listing takedown request

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm